Found Description
Become a crucial part of the Scotiatrust team as an Estate & Trust Associate in Toronto. Deliver exceptional support to ETCs for effective client engagement in estate and trust services.
As an Estate & Trust Associate, your role will focus on empowering Estate & Trust Consultants with vital operational support across various regions. You will handle Salesforce data management, aid in the preparation of client documentation, and uphold quality assurance throughout the new business process. This is an opportunity to contribute to advisor education and facilitate impactful client experiences.
Key Responsibilities:
• Manage prospecting and pipeline activities through Salesforce
• Prepare necessary documentation prior to client meetings
• Ensure quality assurance for business submissions
• Schedule and assist with advisor seminars and webinars
• Provide administrative support and coordination of resources
Requirements:
• University degree or similar qualifications...
As an Estate & Trust Associate, your role will focus on empowering Estate & Trust Consultants with vital operational support across various regions. You will handle Salesforce data management, aid in the preparation of client documentation, and uphold quality assurance throughout the new business process. This is an opportunity to contribute to advisor education and facilitate impactful client experiences.
Key Responsibilities:
• Manage prospecting and pipeline activities through Salesforce
• Prepare necessary documentation prior to client meetings
• Ensure quality assurance for business submissions
• Schedule and assist with advisor seminars and webinars
• Provide administrative support and coordination of resources
Requirements:
• University degree or similar qualifications...
Ready to Apply?
Submit your application for Toronto Estate & Trust Associate Position at Scotiabank
Apply Now